‘Even if IFAs had the budgets, there is a huge amount of inertia at play here’
Answer to enquiries from prospective clients’ advisers can’t help
Whoever said platform selection was easy?
Launched to help advice firms meet FCA regulations
'AI will disrupt businesses and industries on a massive scale'
Exclusive: Redesign will be ‘one source of truth’ for advisers after complaints of ‘clunky’ systems
‘We need AI and people working together’
Private equity group Carlyle secures ownership of Intelliflo
Generative AI solution intended to cut admin time and help advisers meet Consumer Duty standards